Institutional Ownership Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR). We have compiled data on the 829 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
4,248
shares
|
$443,193
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
4,222
shares
|
$440,481
0.03% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
4,211
shares
|
$439,333
0.02% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
4,193
shares
|
$437,455
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
4,089
shares
|
$426,605
0.08% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,088
shares
|
$426,501
0.02% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,001
shares
|
$417,424
0.01% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$417,320
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
3,999
shares
|
$417,215
0.02% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,929
shares
|
$409,912
0.0% of portfolio
|
Q2 2024
Added 22.67%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
3,899
shares
|
$406,782
0.01% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,881
shares
|
$404,904
0.03% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,842
shares
|
$400,835
0.01% of portfolio
|
Q2 2024
Added 4.74%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,840
shares
|
$400,627
0.06% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
3,833
shares
|
$399,896
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,756
shares
|
$391,863
0.01% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
3,742
shares
|
$390,402
0.38% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
3,722
shares
|
$388,316
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$386,021
0.01% of portfolio
|
Q3 2025
Reduced 32.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,617
shares
|
$377,361
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
3,602
shares
|
$375,796
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
3,580
shares
|
$373,501
0.0% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,569
shares
|
$372,353
0.01% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
3,560
shares
|
$371,414
0.01% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
3,556
shares
|
$370,997
0.01% of portfolio
|
Q3 2025
Reduced 42.16%
|
|